State of Wyoming More: the full row for State of Wyoming 6,425 $298K 0.04% -1,634 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,411 $297K 0.07% +21 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 6,404 $297K 0.15% -135 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 6,378 $296K 0.2% -8,467 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 6,344 $294K <0.01% -22,056 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 6,324 $293K 0.05% new 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 6,540 $293K 0.09% +17 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,293 $292K 0.01% -579 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 6,258 $292K 0.15% +27 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 6,272 $291K <0.01% 0 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 6,252 $290K <0.01% +1,212 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,242 $290K 0.01% +74 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,222 $289K 0.01% +208 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,371 $288K 0.06% -838 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,216 $288K 0.04% +180 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 6,598 $288K 0.01% new 13F-HR Timeline Group nVerses Capital, LLC More: the full row for nVerses Capital, LLC 6,215 $288K 0.26% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,206 $288K 0.01% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 6,200 $288K 0.02% +1,152 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 6,198 $288K 0.05% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,193 $287K 0.03% +416 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 6,190 $287K 0.06% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 7,070 $285K <0.01% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,122 $284K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 6,117 $284K 0.01% +362 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,101 $283K 0.03% +111 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 6,083 $282K 0.13% +60 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 6,060 $281K 0.12% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,007 $279K 0.08% -290 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 6,004 $279K 0.03% -135 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 6,000 $278K <0.01% 0 13F-HR Timeline Group Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 6,000 $278K 0.1% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 6,000 $278K 0.09% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 6,000 $278K 0.11% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,947 $276K 0.07% +153 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,935 $275K 0.01% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 5,926 $275K 0.07% +6 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 5,914 $274K 0.04% -656 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 5,830 $271K 0.01% +190 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,810 $270K 0.01% +150 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,764 $267K 0.01% -8,267 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,750 $267K 0.01% -2,405 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,750 $267K 0.03% +7 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,747 $267K 0.02% new 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 5,720 $265K 0.13% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 5,699 $264K 0.01% +749 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,695 $264K 0.03% new 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 5,694 $264K 0.21% 0 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 5,686 $264K 0.07% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 5,673 $263K 0.14% +28 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 5,630 $261K 0.13% 0 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 5,612 $260K 0.04% -12,800 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,611 $260K 0.13% -302 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 5,546 $257K 0.01% -494 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 5,514 $256K 0.02% -2,726 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,513 $256K 0.02% -288 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 5,513 $256K 0.06% -3,077 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 5,513 $256K 0.05% -3,077 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,485 $255K 0.01% -2,395 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,484 $254K 0.04% +182 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 5,474 $254K 0.04% +131 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 5,456 $253K 0.04% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 5,452 $253K 0.03% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 5,444 $253K 0.08% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,414 $251K 0.02% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,408 $251K 0.01% +217 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,403 $248K <0.01% +9 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,336 $248K <0.01% -1,403 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 5,300 $246K 0.07% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 5,292 $246K 0.08% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,282 $245K 0.04% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,236 $243K 0.01% -1,171 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 5,195 $241K <0.01% -50,199 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 5,180 $240K 0.06% +92 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 5,145 $239K 0.02% -384 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 5,137 $238K 0.03% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 5,124 $238K 0.15% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,121 $238K <0.01% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,117 $237K <0.01% -784 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 5,116 $237K 0.07% -827 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 5,098 $237K 0.15% +14 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 5,074 $235K 0.11% +3,904 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,030 $233K 0.02% new 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 5,028 $233K <0.01% -210 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 5,024 $233K 0.06% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,014 $233K 0.17% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,013 $233K 0.05% -585 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 5,000 $232K 0.02% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,988 $231K 0.04% -244 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,971 $230K 0.06% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,076 $230K 0.02% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,920 $228K 0.05% new 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 4,883 $227K 0.09% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,881 $226K 0.01% -476 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,879 $226K 0.05% +3,622 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 4,870 $226K 0.07% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,599 $225K 0.01% 0 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 4,800 $223K 0.02% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 4,800 $223K 0.16% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,757 $221K 0.01% new 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 4,735 $220K 0.06% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,731 $220K 0.01% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,719 $219K 0.02% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,716 $219K 0.01% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,691 $218K 0.04% new 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 4,690 $218K 0.06% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 4,678 $217K 0.05% new 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 4,673 $217K 0.18% -550 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,668 $217K 0.05% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,657 $216K 0.01% new 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 4,654 $216K 0.12% 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 4,622 $214K 0.04% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,600 $213K <0.01% new 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 4,598 $213K 0.04% -2,230 13F-HR/A Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,565 $212K 0.08% +50 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,530 $210K 0.02% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,514 $209K 0.07% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,480 $208K 0.08% new 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,476 $208K 0.02% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,447 $206K <0.01% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,438 $206K <0.01% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 4,416 $205K 0.03% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 4,413 $205K 0.02% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 4,400 $204K 0.01% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,383 $203K 0.01% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,318 $200K 0.02% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 4,216 $196K 0.08% +1 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,075 $189K 0.01% +443 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,000 $186K 0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,964 $184K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3,920 $182K 0.08% +860 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,888 $180K 0.03% -869 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,659 $170K 0.01% -132 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,600 $167K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,347 $155K 0.01% +52 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,346 $155K 0.02% +471 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,340 $155K 0.04% 0 13F-HR/A Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,305 $153K 0.02% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,300 $153K 0.05% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 3,202 $149K 0.09% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,155 $147K 0.09% -110 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,153 $146K 0.01% +398 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 3,103 $144K 0.01% -2,351 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,098 $144K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,000 $139K 0.14% -638 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,969 $138K 0.01% +1,203 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,950 $137K 0.1% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,945 $137K 0.02% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 2,937 $136K 0.03% +16 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2,921 $136K 0.07% +204 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 2,903 $135K 0.07% +103 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,754 $128K 0.01% +80 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,714 $126K 0.05% 0 13F-HR/A Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,712 $126K 0.04% -1,614 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,622 $122K 0.07% +32 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,606 $121K 0.02% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 2,553 $118K 0.01% -1,405 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 2,544 $118K 0.09% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,480 $115K 0.08% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,403 $112K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,400 $111K 0.03% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,356 $109K 0.01% +998 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,340 $109K 0.01% +415 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,322 $108K 0.01% -3,474 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,232 $104K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,103 $97.6K <0.01% -1,300 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,058 $95.5K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,050 $95.1K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,025 $94.4K <0.01% +232 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,994 $92.5K 0.01% -148 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,978 $91.8K <0.01% 0 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,970 $91.4K <0.01% -402 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,962 $91K 0.01% -193 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,880 $87.2K 0.06% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,852 $85.9K 0.03% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,836 $85.2K 0.02% +221 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,819 $84.4K <0.01% +176 13F-HR Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,759 $81.6K <0.01% +9 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,920 $80.6K 0.02% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 1,705 $79.1K 0.04% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,672 $77.6K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,640 $76.1K <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,628 $75.5K <0.01% +19 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,621 $75.2K 0.01% -1,226 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,600 $74.2K <0.01% new 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,596 $74.1K 0.02% +981 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,560 $72.4K 0.04% +8 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,540 $71.3K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,470 $68.2K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,468 $68.1K <0.01% -4,462 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,479 $68K 0.01% -57 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 1,420 $65.9K 0.03% -7 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,469 $65.1K 0.01% +183 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,388 $64.4K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,339 $62.1K <0.01% 0 13F-HR Timeline Longaeva Partners L.P. More: the full row for Longaeva Partners L.P. 1,338 $62.1K <0.01% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,333 $61.9K 0.04% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,300 $60.3K 0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,200 $55.7K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,200 $55.7K 0.04% 0 13F-HR Timeline